5 Timesaving Features Every Funeral Director Should Use Next Year
December 15, 2022
It’s the most wonderful time of the year! And that means you’re likely very busy with holiday memorial gatherings, family celebrations, an increase in business and holiday parties. We’ve put together a list of features in Passare that will save you time during this holiday season, and all year long. Start using these now and master them for a more efficient and productive 2023!
1. Access cases on-the-go with the mobile app
If you haven’t downloaded the Passare mobile app, you need to. It’s like having your funeral home in your pocket. Take your cases on-the-go to review case details, see a case’s status or even start a case from the app. Once you have it, your life as a funeral director won’t be the same without it.
P.S. It’s still in beta, so please give us your feedback!
2. See anything at a glance with Dashboards
If you’re still using a physical whiteboard that’s hanging up on a wall in your funeral home, we understand - it’s hard to let go of old ways. But you should give Passare’s dashboards a chance to make your life easier. Passare dashboards keep you from having to write arrangement details on the wall AND type them in Passare. We’ve even heard of some funeral home’s having a TV on the wall with Passare’s dashboard on the screen so it’s easily viewable and editable, just like a whiteboard. Not sure how to set it up? Get started here.
3. Create multiple forms, deposits and payments with batch features
Why do everything individually when you can do it in a batch? Features like batch forms, batch deposits, and batch payments save you time by allowing you to do multiple actions at once. For example, you can download and print a form for multiple cases and locations, create a batch deposit with multiple transactions to import into your accounting software, and you can add several payments for different cases in one location instead of using each case’s Payments and Adjustments page. Learn more about batch features here.
4. More time to plan a meaningful service with Planning Center
The next feature is Planning Center. With it, you can start planning with your families before the arrangement conference. Getting involved in the planning process earlier will help them be better prepared, which means you’ll have more time to plan a meaningful service. You can invite them to plan online from wherever they are, and they can begin adding details to a case.
Whatever the family completes in Planning Center will autofill to your forms in Passare. Plus, you can get the family involved in the process by inviting them to like (or “pin”) certain merchandise, so you know their exact preferences. The best part? You can even gather signatures electronically with our eSignatures feature. No more tracking down a family about a missed dotted line. Get started with your first case here.
5. Make faster progress on your cases with eSignatures
Getting signatures on your forms can be a challenge. You have to print, scan, and email forms back and forth, which can be confusing for some families. And signature software doesn’t make it much better. Each form has to be set up, downloaded, and then re-uploaded into your management software. That’s just a hassle. With eSignatures, you can get your signatures faster. Period.
Giving people the option to sign documents remotely grants you the freedom to keep progressing on your cases while grabbing those essential signatures in a timely manner. Plus, it’s simple for you and your families to use. You can send as many forms as you need to, to as many people as you want, with a few clicks. Just choose your forms, add the names of the signers, and hit send. With this simple signing experience, your families just have to click to add a signature. Once signed, the form will be saved in the case, so it's always there when you need it.
You get eSignatures at no extra cost, built right into Passare. What are you waiting for? Click here to get started!
Get started today
So many features in Passare were created with the intention of saving you time. Using these features will help you get more time back in your days (and weeks!) to build relationships with families, plan meaningful services, work on your business processes or even spend more time with your own family. Don’t waste any more time, start using these features today!
Need a little extra help with something? Contact us!
P.S. Keep your eyes peeled for updates on one of these features coming soon…
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